SHELTON WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$364M
Discretionary
$307M
84% of AUM
Avg account
$764K
Accounts
477
Employees
4
Advisory reps
4

Firm details

Headquarters
FORT WORTH, Texas
CRD number
312686
Registered since
March 3, 2021
Website
sheltonwealth.com
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI93.33%
  • Individuals6.38%
  • Charitable Organizations0.22%
  • Other0.07%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Shelton Wealth Management, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. The firm is individually owned and focuses on advice for individuals and families. Its client service model combines financial planning with discretionary portfolio management for individuals, small businesses, and institutional business clients. Compensation includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Shelton Wealth Management does not describe itself as an active ESG investor and is not flagged as a multi-state or pension-consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Public Funds/Mutual Funds 12%, Investment Grade Corp Bonds 9%, US Government Bonds 6%, Cash & Cash Equivalents 4%, Other 3%, Non-Exchange Traded Equities 1%65%
  • Exchange Traded Equities65%
  • Public Funds/Mutual Funds12%
  • Investment Grade Corp Bonds9%
  • US Government Bonds6%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1

  • JOHN FULMER

    Chief Compliance OfficerCRD 5775447

Contacts

3 of 3

  • BRIAN SHELTON

    Managing PartnerCRD 1675310

  • SAMUEL SHELTON

    Managing DirectorCRD 6096938

  • SCOTT SHELTON

    Vice PresidentCRD 7372644

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 38

Active vs passive

$147M in ETFs

Passive

81%

$119M

Active

19%

$28.5M

ETFProviderStyleCategoryValueShares% of portfolio
FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM)First TrustActiveUltrashort Bond$12.9M216,3838.80%
Unlock additional holdings →

Location

Primary office

FORT WORTH, TX

TARRANT

Location

FORT WORTH, TX

Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
100 Throckmorton St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth